Estate Planning & Administration

Experienced Assistance For Trusts & Estates

Most of our clients come to us seeking guidance on their estate plan having some idea of what they would like to achieve. First and foremost, we listen carefully to our clients’ goals and assist in prioritizing those goals under the circumstances of each client’s unique situation. We then explore with our clients the various estate planning tools that can be used to accomplish their objectives. Selecting which tools to use necessarily involves a cost/benefit analysis. From there, we devise comprehensive strategies to meet the goals established by our clients, which may vary from probate avoidance to protection of assets to business succession planning. While some clients may not require more than a simple Will, others will have the need for more complex instruments.

As part of our estate planning process, Jones Steves Grassi LLP also counsels clients on life decisions pertaining to medical care and treatment. We fully explain the legal implications of documents such as health care proxies, living wills, and powers of attorney and how they can best be incorporated into our clients’ overall planning strategy.

Handling All Aspects Of Estate Administration

Guiding clients through the process and responsibilities of administering estates is also a critical component of our legal representation. Jones Steves Grassi LLP works closely with estate administrators, executors, trustees, and other fiduciaries in all phases of Surrogate’s Court proceedings.

Our firm manages every aspect of estate administration, and we are able to adeptly handle any adversarial challenge to the probate process given the strength of our litigation practice.